Increased client retention as a result of a multidisciplinary approach

Enhanced collaboration with referral sources

Comprehensive compliance and technology support

The PFS Credential, established in 1987 by the AICPA, is granted to qualified CPAs with considerable professional experience in financial planning. Currently, several thousand CPAs hold the PFS Credential nationwide. CPA/PFS Credential holders are ranked among the most qualified financial planners in the marketplace, and many are listed as top financial planners in Worth’s annual ranking.